TLWM

Position in AVGO — Broadcom Inc.

CIK 1732537 SAN ANTONIO, TX

Position in AVGO

as of Jun 30, 2026 · filed Jul 7, 2026 Compact

Position Value

$302,577

+$68,588 QoQ

Shares Held

801

+6.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

#4,338

of 4,764 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

TLWM holds $9,067,747 across 5 Semiconductors names. AVGO ranks #4 (3.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NVDA	Nvidia Corp	24,182	$4,838,576
2	MRVL	Marvell Technology, Inc.	8,254	$2,458,784
3	NXPI	NXP Semiconductors N.V.	4,389	$1,233,440
4	AVGO	Broadcom Inc. This page	801	$302,577
5	ARM	Arm Holdings PLC /Uk	661	$234,370

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$302,577	801	+6.0%	Shares	Sole	2026-07-07
2026-03-31	$233,989	756	-1.0%	Shares	Sole	2026-04-08
2025-12-31	$264,420	764	—	Shares	Sole	2026-01-12
No filing history on record for this holder in this stock.